IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,735
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$27.7M
3
+$23.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22.1M
5
AAPL icon
Apple
AAPL
+$22M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$7.34M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.94M
5
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$6.39M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$102K 0.01%
+4,318
1327
$101K 0.01%
1,260
+1,006
1328
$101K 0.01%
10,800
+10,300
1329
$101K 0.01%
4,132
+4,040
1330
$101K 0.01%
+876
1331
$101K 0.01%
+1,078
1332
$101K 0.01%
7,126
+6,626
1333
$100K 0.01%
1,251
+865
1334
$100K 0.01%
+7,031
1335
$100K 0.01%
4,639
-39,503
1336
$100K 0.01%
1,317
+1,103
1337
$100K 0.01%
+6,714
1338
$100K 0.01%
+6,839
1339
$99K 0.01%
+1,696
1340
$99K 0.01%
15,730
-81,430
1341
$99K 0.01%
+4,255
1342
$99K 0.01%
6,185
+6,117
1343
$98K 0.01%
2,704
+2,690
1344
$98K 0.01%
7,251
+5,251
1345
$98K 0.01%
2,890
-456
1346
$98K 0.01%
+2,224
1347
$98K 0.01%
3,057
+2,749
1348
$98K 0.01%
+189,240
1349
$98K 0.01%
6,285
+5,270
1350
$97K 0.01%
3,679
+2,933
52 53
54
55 56